Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Reasinger has been in the financial services industry for over 28 years. Susan is a Registered Representative and Investment Advisor Representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Susan has previously worked at FINANCIAL NETWORK INVESTMENT CORPORATION, BLUE VASE SECURITIES, LLC, PIN OAK PARTNERS, INC., and COVATO/LIPSITZ, INC. Susan holds FINRA Series 4, 7, 24, 28, 63 and 65 licenses. Susan's specializations include portfolio management for individuals and businesses, as well as pension consulting and educational seminars.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
02/28/2013 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (UPPER SAINT CLAIR PA)
PA
01/03/2006 - 10/19/2010
FINANCIAL NETWORK INVESTMENT CORPORATION (PITTSBURGH PA)
PA
10/01/2001 - 12/31/2005
BLUE VASE SECURITIES, LLC (WASHINGTON PA)
PA
08/10/1998 - 09/28/2001
PIN OAK PARTNERS, INC. (PITTSBURGH PA)
PA
07/15/1994 - 11/16/1998
COVATO/LIPSITZ, INC. (PITTSBURGH PA)
IA
Issued 05/09/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/25/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/14/1998
Series 24 - General Securities Principal Examination
BC
Issued 09/09/1997
Series 4 - Registered Options Principal Examination
BC
Issued 07/11/1994
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/1996
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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